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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
1451
O'Rourke & Company
Massachusetts
$569K -$1.03K -1 -0.2%
CCFM
1452
Clear Creek Financial Management
Washington
$568K -$57.9K -56 -9%
GP
1453
Guardian Partners
Canada
$567K -$1.03K -1 -0.2%
BPC
1454
Banque Pictet & Cie
Switzerland
$567K
Luther King Capital Management (LKCM)
1455
Luther King Capital Management (LKCM)
Texas
$565K +$63.1K +61 +12%
DE
1456
Defiance ETFs
New York
$565K +$84.8K +82 +17%
SAM
1457
Seelaus Asset Management
New Jersey
$563K -$6.21K -6 -1%
RTC
1458
Riverview Trust Company
Washington
$563K
STCOSD
1459
Sageworth Trust Company of South Dakota
South Dakota
$563K
RFP
1460
Root Financial Partners
California
$559K +$138K +133 +30%
SCM
1461
Sterling Capital Management
North Carolina
$559K +$295K +285 +96%
SWA
1462
Sax Wealth Advisors
New Jersey
$558K +$73.4K +71 +14%
RS
1463
R Squared
Hong Kong
$558K +$600K +580 New
KFGK
1464
Keystone Financial Group (Kentucky)
Kentucky
$558K +$244K +236 +69%
CAI
1465
Capital Advisors Inc
Oklahoma
$557K -$26.9K -26 -4%
MAM
1466
Morse Asset Management
Connecticut
$557K -$555K -537 -48%
MSRI
1467
Michael S. Ryan Inc
New York
$556K -$41.4K -40 -6%
FRA
1468
Frank Rimerman Advisors
California
$554K
AP
1469
Advisortrust Partners
North Carolina
$553K +$74.5K +72 +14%
AC
1470
Apella Capital
Connecticut
$551K +$22.8K +22 +4%
DAC
1471
Dividend Assets Capital
South Carolina
$551K -$126K -122 -18%
SAM
1472
Strategy Asset Managers
California
$550K +$1.03K +1 +0.2%
PW
1473
PUREfi Wealth
Massachusetts
$549K +$16.5K +16 +3%
MSWM
1474
Mowery & Schoenfeld Wealth Management
Illinois
$548K
FWI
1475
Facet Wealth Inc
Maryland
$547K +$37.2K +36 +7%